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CAI - WhatApp

Hi...I read the release notes, but I could not understand what the use of WhatsApp is for. Can requestors use WhatsApp like they would be using CAI?
1 Answer
Michael Rodriguez Last activity on 10/17/2024 1:52:44 PM by Mark Sayers

Group Management in TDX

Our institution was just planning out groups in TDX, and we just were wondering what was best practice in regards to this. We want to limit access to some knowledge base articles based on the group (that is my understanding).
I found the arti...
1 Answer
Ryan Porter Last activity on 10/17/2024 1:42:19 PM by Mark Sayers

Budget remaining (TDNext)

Hello,
Once I have set up my project's budget and entered expenses, where can I see the remaining budget? I've run a custom project report and included 'remaining budget' as a report field, but is there a more straightforward way to get this,...
1 Answer
Constantin de Boisseson Last activity on 10/17/2024 12:42:25 PM by Mark Sayers

Inactivity Time Out Period for Ticket Submissions

How long will a ticket submission stay open before it times out due to inactivity? Can this time period be altered?
1 Answer
Zach Sinclair Last activity on 10/17/2024 11:59:22 AM by Mark Sayers

Ipaas metered flows and connectors with a proxy.

We have on use 2 connectors that interacts with an external platform. One of them is a cloud service and the other one is our local instance of the same product. In order to connect to the local server we use an ipaas proxy.
Some of the flows...
1 Answer
Josue Melgar Last activity on 10/17/2024 11:01:02 AM by Mark Sayers

Merged Ticket Data

When a ticket is merged, is any record of the original form fields from that ticket(s) stored anywhere, or is it just gone?
1 Answer
Debra Hitch Last activity on 10/17/2024 10:43:52 AM by Mark Sayers

Department API endpoint

I'm not finding in the API endpoint documentation that its possible to update a users list of Account Departments. Only the default department. Is that accurate or am i missing a way to do that for individual users.
1 Answer
Bill Harlan Last activity on 10/17/2024 9:19:55 AM by Mark Sayers

Sandbox maintenance typical affect

Hi all,
Just wondering what the typical experience has been during a Sandbox maintenance period with respect to accessibility. The maintenance scheduled for October 18 email states "...may be periodically unavailable between the hours of 9:00...
1 Answer
Damon Stennett Last activity on 10/15/2024 3:15:32 PM by Mark Sayers

Any alternate ways to Unsubmit time reports?

Sometimes a manager in our organization will reject a time report because it needs additional information filled in. When this happens, the user gets a notification it was rejected, but they can't do anything about it. An admin has to go into TD ...
1 Answer
Kay Brewer Last activity on 10/15/2024 12:12:20 PM by Mark Sayers

SB updates tied to releases

To confirm, sandbox environment updates tied to releases are simply updates and don't result in a refresh correct?
I'm looking to confirm that work we are doing in the SB will not be lost this weekend.
Thanks!
1 Answer
Rebecca Murphy Last activity on 10/15/2024 9:50:17 AM by Brittany Renn

Question about Automation

We have a rule that is currently working to assign a task template when a certain type of ticket comes in. I want to add another task to be added to the ticket automatically but I cannot get both rules to get ran on the ticket. Is there something...
1 Answer
Cody Stigen Last activity on 10/14/2024 3:05:33 PM by Mark Sayers

Send multiple files in SFTP connector

Hello,
I am new to iPaaS and working on a fairly simple SFTP flow. I am connecting to a Windows directory to get a file and then connecting to Moodle through SFTP to create the file on the remote server. This is working as expected for a si...
1 Answer
Chuck Ray Last activity on 10/25/2024 10:49:43 AM by Michael Ligouri

Best Report for Calculating Average Hours Per Month

We have staff reporting time in their time cards and would like to get an average number of hours they spend on specific time types. Is there a report already available to calculate something like that? I'm thinking we will need to use a report f...
1 Answer
Rachel Renckly Last activity on 10/14/2024 1:51:43 PM by Brittany Renn

Reply token found in email errors

Hello,
We've setup a new ticketing portal in our TDX system and we noticed we're gettign Reply Token Found in the Email errors when we look at our log.
The ticketing portal we get the error on is our "Registration Tickets" portal.
Bel...
1 Answer
James Moyle Last activity on 10/14/2024 1:52:26 PM by Mark Sayers

Ipaas - Do Generic Access Tokens Automatically Renew?

We are using a Generic Access Token in a connector, and it works for a while. However, after some time, the connector starts responding with authentication errors. I assumed that the token would automatically renew once it expired. Do tokens gene...
1 Answer
Josue Melgar Last activity on 10/16/2024 12:17:43 PM by Michael Ligouri

Is it possible to add entries to a blackout window in iPaaS?

We're wanting to create a form for people to be able to add entries to their own specific blackout windows. I'm seeing in iPaaS where I can create and modify a blackout window, but not a way to add entries to these blackout windows.
1 Answer
Andrew Dzierla Last activity on 10/14/2024 11:39:36 AM by Mark Sayers

Easiest way to reassign tickets in the TeamDynamix Mobile App

Hi folks,
What's the easiest/suggested way to reassign tickets in the mobile app? I can see the option in both Update and Edit, just wondering what you suggest.
Thanks,
Erin
1 Answer
Erin Tramble Last activity on 10/11/2024 9:54:45 AM by Mark Sayers

OLD TDNext Tickets Showing up with New Status on saved Report Search

Hello,
We have a saved search in TDNext called Client Services Open Tasks , which is meant to show only open or active tickets for the Client Services team based on specific report criteria (please see the attached screenshot). However, we h...
1 Answer
Josy Hess Last activity on 10/11/2024 9:36:44 AM by Mark Sayers

Custom Attributes Wiped Out When Changing Attribute Dependency

Has something changed, or perhaps I am losing my mind? I seem to recall when you had custom attributes associated with an attribute dependency, when you filled out values for the attributes and saved the ticket and later changed the triggering a...
1 Answer
Charles Plemons Last activity on 10/10/2024 11:37:45 AM by Mark Sayers

One-off Scheduled Tickets

Is it possible to schedule a ticket as a one-off rather than as a recurring process? We have a process that requires a follow-up 90 days after completion of an initial ticket and we'd like to be able to schedule those tickets upon resolution of ...
1 Answer
Bates Nunamaker Last activity on 10/10/2024 10:17:14 AM by Mark Sayers

Any way to speed up web service steps in a workflow?

I have a few web service steps in a workflow, and each step seems to take 5-10 minutes to complete. So just the initial steps of assigning the ticket to the requester and setting the status are taking quite a while to complete. Is there any way t...
1 Answer
Kay Brewer Last activity on 10/9/2024 1:15:28 PM by Brittany Renn

Workflow attachment notification

Hi All,
Wondering if there is a way to create a workflow to notify the responsible tech and/or group of a file attachment to a ticket either at the time of SR submission or after the fact.
1 Answer
Michael Rodriguez Last activity on 10/8/2024 4:00:58 PM by Mark Sayers

KB articles are adding spaces when created

I am noticing that when I have finished writing up an article and save it as a draft, it saves with different formatting (there are gaps placed where I did not enter them)
2 Answers
Shawn Tillotson Last activity on 10/14/2024 2:15:19 PM by Katie Ellis

Require Time for Ticket Updates

Is there a way to require time when updating a ticket?
1 Answer
Darin Watts Last activity on 10/8/2024 1:37:30 PM by Mark Sayers

reporting from workflow steps

I would like to add a choice step in a workflow and then run a report on what choices were chosen in the task choice workflow step. Is it possible to run a report based on a choice step and what choice is chosen?
1 Answer
Tabitha Logemann Last activity on 10/8/2024 1:30:44 PM by Mark Sayers

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